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Portfolio (Quarterly) Guide ↗

ARVEST INVESTMENTS, INC.

· CIK 0001025038
13F Portfolio $827M AUM 255 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 255 New
Page 5 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNILEVER PLC 24,153.0 $1.5M 0.18% NEW $60.12
82 EQIX EQUINIX INC Real Estate 1,350.0 $1.4M 0.17% NEW $1042.73 +4.1%
83 DTE DTE ENERGY CO Utilities 9,215.0 $1.4M 0.17% NEW $152.38 -9.2%
84 LNT ALLIANT ENERGY CORP Utilities 18,286.0 $1.4M 0.17% NEW $76.29 -8.7%
85 HPQ HP INC Technology 63,139.0 $1.4M 0.17% NEW $21.94 +35.4%
86 ANET ARISTA NETWORKS INC Technology 7,937.0 $1.3M 0.16% NEW $169.88 +8.7%
87 IQVIA HLDGS INC 6,527.0 $1.3M 0.15% NEW $193.23
88 OKE ONEOK INC NEW Energy 14,412.0 $1.3M 0.15% NEW $86.94 +9.1%
89 HBAN HUNTINGTON BANCSHARES INC Financial Services 70,619.0 $1.3M 0.15% NEW $17.73 -3.5%
90 COPX GLOBAL X FDS 16,122.0 $1.2M 0.15% NEW $76.97 +16.5%
91 BAC BANK OF AMER CORP Financial Services 21,625.0 $1.2M 0.15% NEW $56.98 +9.3%
92 CVX CHEVRON CORPORATION Energy 7,381.0 $1.2M 0.15% NEW $165.77 +24.4%
93 C CITIGROUP INC Financial Services 8,740.0 $1.2M 0.15% NEW $139.96 -6.6%
94 COF CAPITAL ONE FINL CORP Financial Services 5,758.0 $1.2M 0.14% NEW $200.63 +6.9%
95 MO ALTRIA GROUP INC Consumer Defensive 15,735.0 $1.1M 0.14% NEW $71.95 -6.9%
96 GD GENERAL DYNAMICS CORP Industrials 3,135.0 $1.1M 0.13% NEW $354.26 +9.1%
97 LOW LOWES COS INC Consumer Cyclical 5,024.0 $1.1M 0.13% NEW $220.51 -1.7%
98 LLY ELI LILLY & CO Healthcare 918.0 $1.1M 0.13% NEW $1199.43 +4.5%
99 HD HOME DEPOT INC Consumer Cyclical 3,094.0 $1.1M 0.13% NEW $352.68 -5.3%
100 KEY KEYCORP Financial Services 47,121.0 $1.1M 0.13% NEW $23.05 -5.0%
Page 5 of 13  ·  255 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 24.1%
Utilities 8.4%
Consumer Cyclical 7.6%
Communication Services 7.3%
Healthcare 6.8%
Consumer Defensive 6.7%
Energy 5.0%
Industrials 3.9%
Real Estate 1.1%